You are limited to the prior 8 quarters of 13F filings. Pat Dorsey - The Moat Portfolio. What does this mean? All text and design is copyright 2020 WhaleWisdom.com. 23.9% Claim your Free Employer Profile Website: www.dorseyasset.com Headquarters: Chicago, IL Size: 1 to 50 Employees Type: Company - Private Revenue: Unknown / Non-Applicable Competitors: Unknown DORSEY ASSET MANAGEMENT Interviews Experience Positive 50% Negative 50% Getting an Interview Difficulty 3.0 Average Relative to the number of outstanding shares of Wix.com Ltd, Dorsey Asset Management owns more than approximately 0.1% of the company. [2]: We concentrate our capital in a small number of high-quality businesses tha. 46.85% 10-Year Performance. A bipartisan coalition of U.S. senators sent a letter to the presiding Delaware Bankruptcy Judge John Dorsey last week saying an outside examiner is necessary in the case since Sullivan & Cromwell . Dorsey Asset Management, LLC recently filed their 13F report for the first quarter of 2022, which ended on 2022-03-31.. Legal Name Dorsey Asset Management Company Type For Profit Contact Email info@dorseyasset.com Phone Number (312) 982-2543 Lists Featuring This Company Greater Chicago Area Consulting Companies 4,459 Number of Organizations $6.8B Total Funding Amount 113 Number of Investors Track Chicago Companies With Fewer Than 1000 Employees (Top 10K) We cover network effects in businesses, how Pat values a business, and how to evaluate a SaaS business. Questions to ask As a financial advisory firm, Dorsey Wealth Management can provide a variety of financial planning services for Americans. Dorsey Asset Management, LLC is incorporated in the state of Illinois. Chicago. In addition, the fund holds 756,594 shares of Meta Platforms Inc worth $122 million, whose value fell 11.0% in the past six months. This arrangement creates a conflict where the firm and its representatives may be motivated to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. What does this mean and why is it important? Read more Financial Services Headquarters Chicago, Illinois, United States, Contact Unlock contact Linkedin Company Size 0 - 9 Stock Symbol N/A S&P 500WhaleScore Dorsey Asset Management is a single-strategy, capacity-limited investment manager serving long-term institutional investors. How do we make money? This employer has not claimed their Employer Profile and is missing out on connecting with our community. Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name; Q2 2022: 10: 801,082: DOANUS41 swift code is the unique bank identifier for DORSEY ASSET MANAGEMENT 's head office branch located in CHICAGO,IL - UNITED STATES and it's used to verify financial transactions such as a bank wire transfers (international wire transfers). It concentrates its capital in a small number of top quality businesses with economic moats, reinvestment opportunities, and value-creating capital allocation practices. Financial plans and investment portfolios are always unique to the client's personal financial situation. GENERAL PARTNER OF SUTTER HILL PARTNERS L.P. 100% OWNER OF UNITED ASSET MANAGEMENT UK HOLDINGS LIMITED. Active, Closed, Whether an Organization is for profit or non-profit, General contact email for the organization. A Self-Regulatory Organization has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do business denied, suspended, or revoked. BRAYMEN, LAMBERT AND NOEL SECURITIES, LTD. * Reported Price is the price of the security as of the portfolio date. We use cookies to ensure that we give you the best experience on our website. Stocks with a size of more than $10 billion in market cap make up 310-370-7776 Firm can legally elect to accept commissions for their investment advisory services. FINRA data last verified January 03, 2023. This could also limit the number and diversity of investment options available and may impact their transferability. Alt Turnover is calculated by taking either the total MV of new purchases or The two most similar investment funds to Dorsey Asset Management are Sc China Holding Ltd and American Assets Investment Management. This relationship may introduce bias where a firm or related person recommends certain securities with which they are affiliated, rather than others that may have higher returns. Portfolio 10 Options 0 Performance. Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. Checks take place monthly. Dorsey Asset Management LLC CRD # 169056: SEC # 801-96175: CIK # 0001671657: AUM: $1.3 BB (2022-03-23) Employees Please provide me a list of the products and a summary of how much your firm earns from them. We advise clients on issues unique to the securities industry, including: WE HELP INVESTMENT MANAGEMENT CLIENTS STAY AHEAD IN A COMPLEX REGULATORY ENVIRONMENT. for Q3 2022: Percentage of assets under management,Performance-based fees. LIMITED PARTNER OF SUTTER HILL PARTNERS L.P. CHIEF INVESTMENT OFFICER, U.S. RETAIL & HIGH NET WORTH - CITIGROUP ASSET MGMT, TRUSTEE OF JUDITH D BON REVOCABLE LIVING TRUST, CHIEF INVESTMENT OFFICER AND SENIOR MANAGING DIRECTOR, MANAGING DIRECTOR AND SENIOR PORTFOLIO MANAGER, VICE PRESIDENT, DIRECT OWNER-COMMON & DIRECTOR, VICE PRESIDENT, DIRECT OWNER-PFD, & DIRECTOR, CHEIF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR/PRINCIPAL/COMPLIANCE OFFICER, CHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, PRESIDENT, CHIEF INVESTMENT OFFICER; DIRECTOR, PRESIDENT; CHAIRMAN; DIRECTOR AND SHAREHOLDER, HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHAIRMAN AND CHIEF COMPLIANCE OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, CEO, DIRECTOR, CCO FOR REGISTERED INVESTMENT ADVISORY FIRM ONLY. Pat Dorsey is the founding member of Dorsey Asset Management, an equity strategy company that enables its clients to have their businesses increase their compound shareholder value to more than average rates. We purchase these businesses at what we believe to be reasonable discounts to a rational assessment of intrinsic value, and we seek to partner with corporate . tips_and_updates Financial Advisor Education. The Dorsey Asset Management office and employees reside in Chicago, Illinois. Firm or related person receives soft-dollar benefits in connection with client securities transactions. What does this mean? As a consumer advocacy project, investor.com does not charge any licensing fees for earned state accolade badges. A federal regulatory agency, a state regulatory agency, or a foreign financial regulatory authority other than the SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of investment-related statutes or regulations. His areas of deep interest are competitive advantage and capital allocation. DNB Asset Management AS Dock Street Asset Management Inc. My guest this week, back for a second conversation, is Pat Dorsey. A 2016 video that purported to show the self-driving capabilities of a Tesla car was staged, a senior engineer testified. What does this mean? Dorsey Asset Management email format | Dorsey Asset Management.com emails. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. CHICAGO, IL While partners may pay to provide offers or be featured, e.g. RATE PFD. Dorsey Asset Management is an investment fund managing more than $801 million ran by Michael Harriett. Portfolio date: 30 Sep 2022 Does the firm offer products that have performance-based fees, or does it accept performance-based fees? What does this mean and why is it important? These fortunes are . What conflicts do I need to be made aware of? Why. On the other hand, there are companies that Dorsey Asset Management is getting rid of from its portfolio. While Dorsey Wealth Management advises clients across a variety of portfolio sizes, the average client balance is currently $0.0. Dorsey Asset Management, LLC had filed a previous 13F-HR on 2022-08-15 disclosing 3,438,052 shares of Smartsheet Inc at a value of $108,058,000 USD. Dorsey Asset Management, LLC quarterly investment holdings based on public SEC filings. Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC. Eighty percent of its portfolio is comprised of companies based in the United States. In addition, he is a CFA charterholder and has earned several other professional designations. Put a plan in place so you can start the next chapter in your life. I basically built the equity research team and process there, starting with about 10 analysts and building it to about 100 analysts when I left. You can view more information on Dorsey Asset Management including private fund info, contact info, top management and executives, website, email addresses, and more below: For further detail, see our articles on different types of advisors and financial advisor services. Find a Great First Job to Jumpstart Your Career, Stand Out From the Crowd With the Perfect Cover Letter, How to Prepare for Your Interview and Land the Job. Create an account to follow your favorite communities and start taking part in conversations. Portfolio value: $785,962,000. Each month, the investor.com Trust algorithm downloads the latest regulatory data from the SEC IAPD database. Portfolio Period: Q3 13F Filing of 2022, Pat Dorsey Portfolio Value: $785.96 Million. Get the latest business insights from Dun & Bradstreet. Participation in the Certification program, including the payment of an annual fee to investor.com, does not guarantee or in any way bias investor.com's decision to award "Trusted by investor.com" status, and "Trusted by investor.com" status shall not constitute or be construed as an endorsement of any firm by investor.com. decreased its share price by approximately 0.1%, Stocks and cryptocurrency portfolio tracker. Trailing twelve months P/E ratio is currently 88.75 making it overly expensive stock than the rest of the S&P500 index. Pat Dorsey is the . Industry: Financial management for business Printer Friendly View Address: 980 N Michigan Ave Ste 1650 Chicago, IL, 60611-7502 United States 80.0% of the portfolio companies Questions to ask Dorsey Asset Management is a single-strategy, capacity-limited investment adviser aiding long-term institutional investors. Firm offers products that have performance-based fees; the managers of those products may be incentivized to take inappropriate risks to beat their performance benchmark. First Trust Dorsey Wright Focus 5 ETF Trading Up 0.3 %. How does your firm mitigate conflicts that arise from managing accounts with differing fee structures? The stock has a fifty day simple moving average of $47.31 and a two-hundred day simple moving average of $45.41. The largest investments include Wix.com Ltd and Meta Platforms Inc, together worth $245 million. What does this mean? Last Name First Name Middle Name; Dorsey: Patrick: W. Street Address 1 Street Address 2; 980 N. Michigan Ave: Suite 1650: City . Investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. Dorsey Asset Management LLC Portfolio Never miss a trade. Firms that earn a 4.5 or 5 star rating are also eligible to receive the "Trusted by investor.com" badge. Our partners compensate us through paid advertising. Dorsey Asset Management, LLC All 13F Portfolio Filings Most recent 13F Q2 2022. This team of investment professionals includes Michael Harriett, CFO, COO, and CCO. This situation may lead the firm or a related person to recommend proprietary investments and products that could generate larger commissions than other similar non-proprietary products. All requests for updated information should also be reported directly to the SEC and/or FINRA. Furthermore, our content and research teams do not participate in any advertising planning nor are they permitted access to advertising campaign data. Michael has over 14 years of experience in the investment industry and previously worked for Citadel Securities. What happened? 1-Year Performance-37.11% 3-Year Performance. Will anyone that was involved be involved with my accounts in any capacity? Regulatory disclosures state that firm sells proprietary investments and products. Dorsey Asset Management, LLC-Street Address 1 Street Address 2; 980 N. Michigan Ave: Suite 1650: City . DORSEY ASSET MANAGEMENT LLC: MANAGING MEMBER: direct: 2013-07-01: DORSEY ASSET MANAGEMENT LLC: PRESIDENT AND CHIEF COMPLIANCE OFFICER: direct: 2013-07-01: HARRIETT, MICHAEL, PATRICK: TRUSTEE HARRIETT FAMILY DECLARATION OF TRUST DATED DECEMBER 13, 2019: 12/01/2019: Indirect Other: Fund Name Position direct/indirect Percentage of Dorsey Asset Management's 13F Portfolio: 9.1%. What does this mean? Promoter: Clarification of Response (if Necessary): Investment Adviser of the Issuer. Dorsey Asset Management Holdings Heatmap . View Last Form Adv Compilation Report on Record, https://www.linkedin.com/company/dorsey-asset-management/. Dorsey Asset Management has met the qualifications for inclusion in our WhaleScore system. Period: Q3 2022 What does this mean? As of 8th August 2022, Dorsey Asset Managements top holding is 1,878,181 shares of Wix.com Ltd currently worth over $123 million and making up 15.4% of the portfolio value. Stock Holdings page. Dorsey Asset Management corporate office is located in 150 N Wacker Dr Ste 960, Chicago, Illinois, 60606, United States and has 10 employees. Next there is a second round in-person interview. Pat Dorsey presented his in-depth investment thesis on Silverlake Axis (Singapore: SILV) at Wide-Moat Investing Summit 2015. What does this mean and why is it important? Firm performs side-by-side management with accounts that have differing fee structures. Create Email Alert, ***Log In or Investment company Dorsey Asset Management, LLC (Current Portfolio) buys eBay Inc, Wix.com, sells Smartsheet Inc, Alteryx Inc during the 3-months ended 2020Q3, according to the most recent. Pat Dorsey: does anyone have investor letters from Dorsey Asset Management? While this allows for a broader range of investment options and management styles to be offered by a firm, it can create an incentive for the firm to put their financial interests ahead of your own. Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens. 650M+ Contacts Search. MINORITY OWNER AND MEMBER WITH CLASS B UNITS. 03 Jan 2020 Dorsey Asset Management: Maximizing Moats - Reinvestment Runways & Capital Allocation. In the most recent 13F filing, Dorsey Asset Management revealed that it had increased its stake in While StockBrokers.com has all data verified by industry participants, it can vary from time to time. What does this mean and why is it important? Which securities does your firm trade for itself that it will also be recommending to me? Track stock picks and portfolios of legendary value investors such as Warren Buffett 2023 Reink Media Group LLC. It sold the previously owned 1,292,392 shares for $74 million. dorsey asset management. Yes or On January 13, 2023, Brookfield Asset Management Ltd. (NYSE:BAM) stock closed at $31.89 per share. Questions to ask Heres a table that showcases all of Pat Dorseys holdings. Some firms receive these fees as payments, which creates an incentive to promote them. When needed, our global platform of sophisticated practices allows us to draw upon deep experience across the firm in the related areas of cybersecurity, anti-money laundering and foreign corrupt practices act compliance, government enforcement, corporate investigations and securities and financial services litigation. Checks take place monthly. Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. Investment Advisor Dorsey advises investment management clients on all aspects of investment regulation, compliance, investigation, litigation and enforcement. No. In support of our commitment to website accessibility for people with disabilities, we use WAVE Tool and Google Lighthouse to improve the accessibility of our website. RATE PFD. With locations across the United States and in Canada, Europe and the Asia-Pacific region, Dorsey provides an integrated, proactive approach to its clients legal and business needs around the globe. Dorsey Asset Management is a single-strategy, capacity-limited investment manager serving long-term institutional investors. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. Dorsey Asset Management, LLC is a Chicago-based asset manager that emphasizes competitive advantage, focusing on the value of moats in business. Regarding revenue, Disney . What does this mean and why is this important? 0.21% 5-Year Performance. When completed, an email will be sent to the email address you specify Questions to ask Andrea Martyn has more than 12 years of experience in administrative positions. What does this mean and why is it important? Toggle navigation. And while moats are critical, equally important is how companies allocate the capital generated-or made possible-by the existence of the moat. Representative Matters Bridgewater Associates - 2022 Was a Tightening Year; In Short Thesis on Credit Acceptance Corporation (CACC), Press J to jump to the feed. A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. Advertiser Disclosure: StockBrokers.com helps investors across the globe by spending over 1,000 hours each year testing and researching online brokers. Dorsey Asset Management is a hedge fund company based in Chicago, IL. or to simply have an email sent to you whenever we receive a new To see Dorsey Asset Management's original 13F reports (2022 Q3), please click on the "important" button. They operate 2 private funds and have approximately $247.5 million in total assets under management (AUM). "Trusted by investor.com" status is reserved to those financial advisor firms meeting investor.com's strict requirements, beginning with earning no less than a 4.5 to 5 -star rating based on investor.com's independent Trust algorithm analysis. The latest superinvestor holdings Featured investment managers The latest updates to the top 5 holdings of superinvestors: View all Superinvestors Access to EDGAR filings Deep insights and reports on 1,301 investment advisers 11,304 150 NORTH WACKER DR. SUITE 960. Edit Lists Featuring This Company Section, Greater Chicago Area Companies With Fewer Than 1000 Employees (Top 10K), Great Lakes Consulting Companies (Top 10K), Asset Management Companies With Fewer Than 1000 Employees (Top 10K), Private Greater Chicago Area Companies (Top 10K). Who is Dorsey Asset Management. dorsey asset management llc. In the past ten years, a regulatory agency other than the SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. Pat Dorsey is the founder of Dorsey Asset Management. San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. Is your firm affiliated with a law firm in any capacity? Website http://www.dorseyasset.com Industries Financial Services Company size 2-10 employees Headquarters Chicago, IL Type Privately Held Founded 2013 Locations Primary Chicago, IL 60606, US Get. Portfolio value: $785M+ Period: 2022 Q3. Pat Dorsey of Dorsey Asset Management makes the case for looking beyond the tech sector and dividing tech stocks into two groups: "problem-solvers" and "technology-creators." Q2 hedge fund letters, conference, scoops etc. As of February 14, 2022 Disney Walt Co had a market cap of $271.943 Million. compensation-related conflicts of interest, Types of Financial Advisors and How to Choose, What's a Fiduciary (and Why It Matters So Much). Several years ago he left Morningstar to form his own asset management firm, Dorsey asset management, and build a portfolio of companies with wide moats like those he studied at Morningstar. The Ultimate Job Interview Preparation Guide. They manage Chrome Extension The firm is comprised of a team of investment professionals that work in tandem to make sure clients needs are met. As a small boutique firm, you get the personalized attention you need. Search Crunchbase Start Free Trial My apologies. Firm or a related person trades securities for themselves that they also recommend to their clients. Dorsey Asset Management Interviews Summer Analyst Summer Analyst Status: Intern at Dorsey Asset Management Group/Division/Type: Generalist City: Chicago, IL 60606 United States Interviewed: February 2021 Overall experience Positive Difficulty Average General Interview Information Outcome No Offer Interview Source Public Equity. On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. Firm's/Financial Professional's investor.com profile pages may contain certain limited information directly provided to investor.com by the Firm/Financial Professional including, by way of example only, the Personal Bio, Certifications, and/or Investment Philosophy portions of the profile page. Pat Dorsey has founded Dorsey Asset Management to help individuals and institutions find the most appropriate investments. Firm or an advisory affiliate has previously had an investment-related civil action dismissed against them following a cash settlement in court. Firm or a related person recommends the purchase of securities where the firm or a related person serves as an underwriter or general or managing partner. Check the DOANUS41XXX SWIFT / BIC code details below. After years of working you have decided it is time to retire. Other than Facebook, we see his holdings in Smartsheet, Wix, eBay, PayPal, Upwork, and Google. UNTERBERG, TOWBIN (A CALIFORNIA LIMITED PARTNERSHIP), VP., TRES., SEC., ,CHIEF OPERATING OFFICER. The firm focuses on investments in the United States. Firm recommends securities or other investment products to advisory clients in which the firm or a related person has some other proprietary (ownership) interest that isnt related to trading or holding the security or securities themselves personally. You have to submit your resume and cover letter first, then there is a first round phone interview that is primarily behavioral. Equal-WTWhaleScore 2.0 Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance. The biggest share of his go-to Facebook Inc, which holds 22.99% of the portfolio. Frameworks. What does this mean and why is it important? 21250 Hawthorne Blvd., Suite 500 Torrance, CA 90503. HTTPS://WWW.DORSEYASSET.COM Total number of Crunchbase contacts associated with this organization, Total number of organizations similar to the given organization, Descriptive keyword for an Organization (e.g. This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. Should I Hire a Financial Advisor or DIY It? Pat Dorsey with his years in buying businesses and seeking value from potential investors has made his fortunes. maybe i flushed it down the shitter. Dorsey Asset Management: Pat Dorsey-2.00%: $785962000: 10: Top Holdings Largest Trades Portfolio Structure Sector Allocation Performance History. Sign-up What does this mean? Dorsey Asset Management. Dorsey Asset Management's stake value: $106.1 Million. It sold the previously owned 1,292,392 shares for $74 million. 5 5 5 comments Best Add a Comment [deleted] 5 yr. ago let me check my garbage can. Wix.com Ltd makes up Dorsey Wealth Management manages $0.0 and provides investment advisory services for 27 clients (1:27 advisor/client ratio). Quickly find out what the most recently closed or increased positions are. Overview. SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP. SULLIVAN,MORRISSEY & MICKLE CAPITAL MANAGEMENT CORP. CHAIRMAN, DIRECTOR, CHIEF COMPLIANCE OFFICER, FOLGER NOLAN FLEMING DOUGLAS INCORPORATED. With our community benchmark, typically an index 13F Q2 2022 quarters of 13F filings the Trust... Have decided it is time to retire, there are companies that Dorsey Asset Management office and employees in., or does it accept performance-based fees, or does it accept performance-based fees portfolio value: 785962000! Previously worked for Citadel securities investors has made his fortunes, pat Dorsey value... Whalescore system managing more than $ 801 million ran by Michael Harriett CFO..., capacity-limited investment manager serving long-term institutional investors Operating Status of Organization e.g also... 8 quarters of 13F filings when firms manage mutual funds or hedge funds there... San Francisco Bay Area, Silicon Valley ), VP., TRES.,,. And a two-hundred day simple moving average of $ 47.31 and a day... Area, Silicon Valley ), Operating Status of Organization e.g most recent 13F Q2.! 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Ask Heres a table that showcases all of pat Dorseys holdings single-strategy, capacity-limited investment manager long-term. * Reported price is the founder of Dorsey Asset Management email format | Dorsey Asset Management & # ;! Companies allocate the capital generated-or made possible-by the existence of the portfolio CFO, COO, and CCO of! Be recommending to me that is primarily behavioral Management & # x27 ; S stake value $! Chicago, IL Harriett, CFO, COO, and Google previously owned 1,292,392 shares for $ million... Serving long-term institutional investors of investment regulation, compliance, investigation, and. Asset Management, LLC all 13F portfolio filings most recent 13F Q2 2022 for a second conversation, pat... Management has met the qualifications for inclusion in our WhaleScore system United Asset Management is an investment managing! Record, https: //www.linkedin.com/company/dorsey-asset-management/ contractor revoked or suspended investment fund managing more than $ 801 million ran Michael... By investor.com '' badge | Dorsey dorsey asset management letter Management is a first round phone interview that is primarily.... Details below attention you need clients ( 1:27 advisor/client ratio ) price of the Issuer could. And CCO LIMITED to the client 's personal financial situation been fined or ordered cease... Ratio ) and cover letter first, then there is no historical performance for any financial advisory.! Status of Organization e.g Status of Organization e.g find out what the most recently closed or increased positions.. Management LLC portfolio Never miss a trade the `` Trusted by investor.com '' badge possible-by the existence of security. Small number of high-quality businesses tha critical, equally important is how companies allocate the capital generated-or made possible-by existence... The firm focuses on investments in the state of Illinois fees for state... To follow your favorite communities and start taking part in conversations capital made. % OWNER of United Asset Management involved with my accounts in any planning! Has earned several other professional designations share of his go-to Facebook Inc, together worth $ 245.... Has earned several other professional designations found to have made false statements or omissions by the IAPD. Company based in the United States firms manage mutual funds or hedge funds there. Experience on our website in-depth investment thesis on Silverlake Axis ( Singapore: SILV ) at Wide-Moat Summit... Was involved be involved with my accounts in any capacity of pat Dorseys holdings 2015! Does anyone have investor letters from Dorsey Asset Management, LLC quarterly holdings. Date: 30 Sep 2022 does the firm offer products that have differing fee structures rating are eligible... Found to have made false statements or omissions by the SEC and/or FINRA firm! Businesses with economic moats, reinvestment opportunities, and CCO investment manager serving long-term institutional investors focusing... Response ( if Necessary ): investment Adviser of the S & amp ; Bradstreet 1650:.... A two-hundred day simple moving average of $ 45.41 financial planning services for clients., back for a second conversation, is pat Dorsey: does anyone have investor letters Dorsey! On Record, https: //www.linkedin.com/company/dorsey-asset-management/ out what the most appropriate investments also be recommending to me Whether... His fortunes and has earned several other professional designations to ask as a small number of high-quality businesses.! Creates an incentive to promote them in any capacity firm performs side-by-side Management with accounts that have performance-based fees charged...
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